No worries! If I wasn't an honest-to-goodness agent I wouldn't have recently made a post on an AMS I'm looking to implement in my agency (I suppose that doesn't mean much?). That aside, finding the 'right' system for you just takes some time (as do most things). I gave you one recommendation that ma...

Just like many before me, I'm in the process of evaluating all the AMS systems on the market to use in an P&C independent agency. I've read most of the posts on this topic, but surprisingly I haven't seen much feedback on a system called Insurance Pro, which appears to be a more modern, more aff...

There's a win-win solution that will most importantly give you and your producers a tool to be more productive (close more policies) while also giving you the metrics you're looking for - it's called a lead management system. The key is the win-win that an LMS brings to the table. As everyone before...

Take a look at Leads360 | www.leads360.com I've looked at every system under the sun for managing leads and this was hands-down the best systen (believe me, there are way too many). It was built for the specific purpose of managing sales leads/prospects. I use it and it's worked great. A few things ...